Financial Operations Analyst at Órigo Energia managing the application of liquid assets across economic group. Collaborating with banks and financial institutions to optimize resources and mitigate risks.
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Hybrid Finance Manager – SaaS Professional Services
Posted 3 months ago
About the role
- Finance Manager serving as a strategic finance partner for Professional Services operations. Leading financial planning and reporting for SaaS client's enterprise engagements.
Responsibilities
- Lead monthly, quarterly, and annual forecasting processes for PSO revenue, costs, and margins.
- Build driver-based models for utilization, backlog, project profitability, and staffing needs.
- Partner with PSO leadership to evaluate and review SOWs, ensuring financial viability and alignment with margin targets.
- Support contract structuring, pricing strategies, and deal review for customers.
- Act as a trusted advisor to PSO leaders, helping them make data-driven decisions on staffing, delivery models, and resource allocation.
- Deliver accurate and timely financial reports, dashboards, and KPIs for PSO leadership.
- Review project-level and customer-level profitability, identifying risks and opportunities to improve outcomes.
- Track and report on services backlog, utilization, realization rates, and margin performance.
- Responsible for company-wide software subscription renewals and user count management & reporting.
- Ensure accurate and compliant revenue recognition for professional services under GAAP, including fixed-fee, time & materials, and milestone-based contracts.
- Partner with Accounting to reconcile project revenue, deferred revenue, and margin reporting.
- Maintain strong internal controls and compliance related to PSO financials.
- Support annual PSO financial statement audit.
- Drive process improvements in project financial tracking, revenue recognition, and forecasting accuracy.
- Collaborate with HR and PSO operations to align headcount planning and SOWs with enterprise customer needs.
- Ensure compliance with accounting standards (GAAP) in services revenue recognition.
- Support audits, internal controls, and compliance requirements related to PSO.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field (CPA or strong accounting background preferred).
- 5+ years of progressive finance/accounting experience in SaaS or technology services organizations.
- Strong knowledge of revenue recognition standards (ASC 606) for professional services and enterprise SaaS contracts.
- Demonstrated experience drafting, reviewing, and financially validating Statements of Work (SOWs).
- Proven ability to analyze project profitability and partner with delivery teams to improve financial outcomes.
- Hands-on experience with Datarails (FP&A), Salesforce (CRM), and Certinia/FinancialForce PSA (Professional Services Automation).
- Advanced Excel and financial modeling skills; familiarity with ERP/FP&A tools preferred.
- Excellent communication, stakeholder management, and problem-solving skills with the ability to influence senior leadership.
Benefits
- 100% Employer Paid Medical Insurance options for the Employee and Family
- Paid Maternity and Paternity Leave
- Life and AD&D Insurance
- Long-Term Disability Insurance
- 401K with Company Matching
- Equity Participation
- 4 Weeks of Vacation
- Fully Stocked Kitchens
- Company-Sponsored Charitable Day of Giving Events
- ......and many more!
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